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OT: Stock and Investment Talk

Well you are pushing the notion that the west is to be blamed for Russia invading Ukraine.

It's a land grab and we let him steal a bunch a couple years ago. He was trying to take advantage of our weakness, not reacting to western aggression, but Ukraine stood up for itself and Russia exposed itself as outdated.

It takes two to Tango. We pushed him he pushed back. Not that complicated.

You want to keep falling for the same con, go ahead. It's Korea, Vietnam, Iraq, Afghanistan,vetc. all over again. I'm 100% against US involvement in this war. Time for Western Europe to step up and defend themselves. They need the Gas, we don't.
 
I've read a lot of history. More than most of you because you are all falling for the neolib/neocon BS. This is not our issue.
I think this situation does raise the question of when should the US intervene in these foreign wars. Certainly we've seen times where an aggressor invades a country and we stay out of it. And I think we were ready to stay out of this one too. But what's different with this is Ukraine has shown itself willing and capable. And yes weakening Russia, or perhaps better put weakening Putins hold on Russia, is a benefit to the US.
NATO isn't supporting this. This is all US money. NATO and Western Europe are sitting this one out.
Western Europe has taken in millions of refugee's.
 
It takes two to Tango. We pushed him he pushed back. Not that complicated.

You want to keep falling for the same con, go ahead. It's Korea, Vietnam, Iraq, Afghanistan,vetc. all over again. I'm 100% against US involvement in this war. Time for Western Europe to step up and defend themselves. They need the Gas, we don't.
See above as to my reasoning why I am for supporting Ukraine.
 
I think this situation does raise the question of when should the US intervene in these foreign wars. Certainly we've seen times where an aggressor invades a country and we stay out of it. And I think we were ready to stay out of this one too. But what's different with this is Ukraine has shown itself willing and capable. And yes weakening Russia, or perhaps better put weakening Putins hold on Russia, is a benefit to the US.

Western Europe has taken in millions of refugee's.

A reasonable response, but I don't agree that Russia is a threat to us. They aren't what they used to be. But I do think they are a major threat to Europe because of the energy issue and secondarily food. They should be working on deescalating this conflict and figure out a way to coexist with each other. They will both be much better off if there is peace between Russia and the West.
 
It takes two to Tango. We pushed him he pushed back. Not that complicated.

You want to keep falling for the same con, go ahead. It's Korea, Vietnam, Iraq, Afghanistan,vetc. all over again. I'm 100% against US involvement in this war. Time for Western Europe to step up and defend themselves. They need the Gas, we don't.
Is Poland an ally?
Let Putin march across Ukraine & he promises to stop there.lol.

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Is Poland an ally?
Let Putin march across Ukraine & he promises to stop there.lol.
It's as if we haven't already seen the Russia controlling Western Europe thing before. It didn't work and the people in those countries rejoiced when it ended.

But nah, the former KGB guy is cool.
 
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Is Poland an ally?
Let Putin march across Ukraine & he promises to stop there.lol.

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Why can't Poland defend themselves? Or Germany? Or France?

They can but they don't because we foolishly throw our money and the lives of our young people to feed the military industrial complex.
 
A reasonable response, but I don't agree that Russia is a threat to us. They aren't what they used to be. But I do think they are a major threat to Europe because of the energy issue and secondarily food. They should be working on deescalating this conflict and figure out a way to coexist with each other. They will both be much better off if there is peace between Russia and the West.
There was peace, and then Putin invaded Ukraine.

I do agree with the sentiment of Russia need not being our adversary. But I think anyone with Soviet ties running that country is going to continue to take an adversarial stance. Ipso facto would be great if they weren't run by folks with Soviet ties.
 
Why can't Poland defend themselves? Or Germany? Or France?

They can but they don't because we foolishly throw our money and the lives of our young people to feed the military industrial complex.
The blood is all Ukriane's. We are providing support and I don't think it's foolish to do so.
 
I've read a lot of history. More than most of you because you are all falling for the neolib/neocon BS. This is not our issue.
And you dont see similarities to the last land grab in Europe? You think Putin only wanted Ukraine? You think he thought Europe or NATO would just stand by?
 
Bringing this back to stocks I do own NOC, LMT and HII. Not because of US supplying Ukraine with weapons, as I've owned them since before that, but because they are cheap, and even before this were expected solid growth in the years ahead. The Russian invasion has only spotlighted the need for more defense spending.
 
And you dont see similarities to the last land grab in Europe? You think Putin only wanted Ukraine? You think he thought Europe or NATO would just stand by?
I think that is exactly what he thought. Because that is what we did when he took Crimea, or any of his former transgressions.
 
Why can't Poland defend themselves? Or Germany? Or France?

They can but they don't because we foolishly throw our money and the lives of our young people to feed the military industrial complex.
Isolationism is not the answer. The world is interconnected. If we followed the isolationists in the 40’s, we at best would be the only democracy in the world, if we survived.
 
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piggybacking on this news.

 
Piper Sandler downgrade to underweight of MU with PT of 70 lowered from 90...citing economic headwinds denting consumer demand in PCs and smartphones.
 
I've read a lot of history. More than most of you because you are all falling for the neolib/neocon BS. This is not our issue.

And you're falling for the Charles Lindberg/America First movement of the late 30s - early 40's. I've got an uncle with a posthumous DSC buried in that cemetery you see in "Private Ryan" that says you're wrong. BTW, there are reports that Lindberg actually flew a few combat missions in the Pacific while assisting the AAF training P-38 pilots that indicate he realized the error of his ways.
 
Why can't Poland defend themselves? Or Germany? Or France?

They can but they don't because we foolishly throw our money and the lives of our young people to feed the military industrial complex.

Other than volunteers, how many US combat troops are in Ukraine?
 
I find it interesting when a bank CEO talks so pessimistically while two of his prominent analysts talk so positively.




I think it's a good sign that JPM let's their analysts have their own opinions but it is interesting.

Last Dec the same guy said we would be in a full economic recovery . Market stat people can usually be all over the place.

 
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Glad I sold many of my techs yesterday that I brought the last 2 weeks. I looked at my account yesterday morning and quite a few stocks were negative, then in the afternoon most of them were positive. Sold my TSLA, ADBE, NVDA, majority of APPL, majority of FB, majority of AMZN and some GOOG. Too many CEO saying we are going further down. I will be looking to buy again at the right price with GTC orders.

Don’t know why the techs stocks were up big yesterday?
 
I hesitated to reply to you but let's get one thing straight assokan. Yes, the azovstal militia has some avowed nazis who have been fighting Russia since they invaded Crimea in 2014. They make up a small portion of one battalion whereas Ukraine has more than 50 other battalions that are democratic loving citizens. I'd venture to say the US proportionally has more neonazis/white supremacists in the military and militias than Ukraine has. Ukraine has laws on the books against neo nazis, antisemitism (gee, how did all those Nazis elect a Jew as their president?), and anti hate laws for those that persecute gays. Gays fleeing the war are experiencing more discrimination in the countries they're fleeing to than in their homeland.
In one of your previous posts you stated the EU overthrew the Ukraine govt before Zelensky. The EU did no such thing. That's a crock of disinformation. The previous corrupt president was a Putin puppet and although the EU/US disapproved of him, it was a homegrown removal that occurred.
Go far back in time enough and you'll see that Ukraine was not "always a part of Russia". It was independent long before it was conquered by the czars and the Russian empire.

Ukraine area has been conquered by lots of people.
The history of Europe is basically a 1000 yr border war with always changing borders
Most European countries - including Ukraine - have internal tensions with opposing ethnic groups mixed-in
I don't recall thinking EO overthrew Ukraine gov since US was the major mischief maker in 2014
Its true Ukraine people were against the corruption before Zel but they had also turned on Zel before invasion
Ukraine people often dont trust gov officials since USSR days, and like Russia itself they lean to "strongmen" to deliver them and that's not a formula for stability
In any case, these are Russian/Ukrainian issues that don't need US making things worse and using Ukraine as a war horse to ride for sketchy reasons
US is openly bragging about sinking Russian flagship, helping kill Russian generals and now with engaging in Cyberwar.
Its obvious US regime is trying to provoke Putin into some sort of escalation for its own reasons
With inflation crushing citizens, rampant violence in major cities, shortages (including uranium US needs Russia for), intentional border collapse etc, the only reasons to seek escalation of a war in Europe involving major nuclear powers (people leave out new China alliance) are bad ones.
People also leave out rising tensions between Israel/Iran, India/Pakistan, CCP/Taiwan and tensions in South America/Mexico.
The world is circling the drain and US regime a major escalator - has been since energy suicide and A'stan invite.
I'm not a Kissinger fan but even he is calling for deescalation of Ukraine


“Negotiations need to begin in the next two months before it creates upheavals and tensions that will not be easily overcome. Ideally, the dividing line should be a return to the status quo ante,” said Kissinger, 98, according to the Daily Telegraph. “Pursuing the war beyond that point would not be about the freedom of Ukraine, but a new war against Russia itself...I hope the Ukrainians will match the heroism they have shown with wisdom,” he said, according to the Daily Telegraph."

If Ukraine wants to keep fighting then let them do it without US greasing the skids for its own mischief. Americans are losing interest in adopting Ukraine (EU losing enthusiasm too). People are tired of a bankrupt US being everyone's military version of AAA . Most Americans in NE dont even know anybody in the Army.

 
FYI - Update from the Man. 5100 S&P by end of 2022. FU Bears! 😁

Thanks, I've been curious as to what your buddy's outlook is and I missed that today. Agree with him on FAANG (substitute the N for MSFT).. would still buy those top quality names at certain price points.

Can't say that I agree with 5100 year end, not even sure about first qtr next year which gives as a slight extension.
 
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I traveled this week. Road trip. Inflation has not peaked.
Silly comment. Unless you were somewhere for a few months, you would never be able to tell if inflation peaked or not (since that is measure based on time). If you meant to say inflation was still sky high, that would be true.
 
Thanks, I've been curious as to what your buddy's outlook is and I missed that today. Agree with him on FAANG (substitute the N for MSFT).. would still buy those top quality names at certain price points.

Can't say that I agree with 5100 year end, not even sure about first qtr next year which gives as a slight extension.
Agreed. FAANG is really FAAMG, which is why just say Big Tech. In addition to buying more in my brokerage accounts, I also rebalanced our retirement accounts to increase shares in my favorite tech and growth funds. Gotta be ready for the bull!
 
Agree that inflation has always been around and quite honestly, low levels of inflation are actually good for the market. Until diesel prices drop, inflation will remain elevated. The Fed will keep raising rates until we reach demand destruction at which can have a huge negative impact on corporate earnings and forward guidance.
 
Some inflation is fine and the fed’s goal has been 2% but you don’t want massive inflation which is what we’ve been seeing lately.

I think it will be two prong to bring it down..improvement in supply chain and demand destruction…how stubborn it is we’ll see.
 
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